Jakob Holm (CRD# 4584032) is an Investment Advisor Representative working at Bullseye Asset Management LLC in Denver, CO and has 1 year of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bullseye Asset Management LLC | Denver, CO | Apr 2010 - Current | 14 |
- CO
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$29,458,541
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO
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